NYSE$GTE

Gran Tierra Energy Inc · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

Reported a net income of $36 million and demonstrated exploration success.

Gran Tierra Energy Inc. reported a net income of $36 million for the second quarter of 2024, driven by strong production results and continued exploration success. The company's strategic tax planning and share repurchase program further contributed to its financial performance.

  • Achieved a net income of $36 million in the second quarter of 2024.
  • Increased total average WI production to 32,776 BOPD, a 4% increase in production per share from the second quarter of 2023.
  • Continued exploration success with the completion of the Charapa 3D seismic program and drilling of the Bocachico Norte-J1 and Charapa B6 wells.
  • Exited the quarter with $115 million in cash.

Headline financials

Total Revenue

$166M

Previous: $158M+4.9%
EPS

$1.16

Previous: -$0.33+451.5%
Operating Netback per boe

$38.80

Previous: $34.58+12.2%
Capital Expenditures

-$117M

Previous: -$137M+14.7%
Free Cash Flow

-$80.2M

Previous: -$147M+45.6%
Net Income

$36.4M

Previous: -$10.8M+436.0%
Operating Income

-$62.9M

Previous: -$57.7M-9.0%
Gross Profit

$119M

Previous: $109M+8.4%
Cash & Equivalents

$115M

Previous: $68.5M+68.3%
Total Assets

$1.38B

Previous: $1.31B+5.4%
Stock-Based Comp

$6.16M

Previous: $317K+1843.2%

Revenue & EPS history

Gran Tierra · Revenue · Quarterly

$166M

Q2 2024+4.9%vs Q2 2023
Beat estimate in 3 of 4 quarters(75%)
ActualEstimate

Forward guidance

Gran Tierra plans to drill the remainder of its high impact near field exploration wells in Ecuador, including two wells to further assess the Arawana discovery. The company expects to begin drilling wells in the Suroriente Block in the fourth quarter of 2024.

Tailwinds

  • Plans to drill the remainder of its high impact near field exploration wells in Ecuador.
  • Drilling two wells to further assess the Arawana discovery.
  • Completing the civil works associated with building infrastructure and pads in the Suroriente Block.
  • Expects to begin drilling wells in the fourth quarter of 2024.
  • Preliminary data confirms Gran Tierra’s geological understanding of the Bocachico field

Headwinds

  • The process required that each well be taken offline for a period of time, which negatively impacted second quarter 2024 production by approximately 700 BOPD.
  • Transportation expenses in the Quarter were higher as a result of Gran Tierra utilizing longer distance delivery points due to low water levels in the Magdalena river.
  • Funds flow from operations decreased by 38% from the Prior Quarter and down 13% from the second quarter of 2023.
  • G&A expenses before stock-based compensation were up from $3.22 per bbl in the Prior Quarter due to increased activity, consultant and information technology expenses.
  • Cash netback per bbl was down primarily as a result of higher current tax expenses.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q2 2024

Historical avgQ2 2024

-0.0%

Avg return

Earnings day

-1.4%

Avg return

5 days after

+0.2%

Avg return

30 days after

49%

33 / 68 earnings

Positive

+11.8%

Q3 2020

Best reaction

-19.0%

Q4 2019

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+0.2%+5.5%
Q4 2025+4.7%+19.3%+29.6%
Q3 2025+2.6%+25.7%+35.9%
Q1 2025+0.7%-4.6%+10.4%
Q4 2024-12.5%-18.9%-10.8%
Q3 2024+3.9%+3.6%+7.0%
Q2 2024-2.2%-12.9%-16.0%
Q1 2024+0.7%+2.8%+7.6%
Q4 2023+4.7%+3.6%+26.2%
Q3 2023+7.2%+14.3%+4.4%
Q2 2023-7.1%-3.8%-9.4%
Q1 2023-17.4%-22.1%-34.0%
Q4 2022+4.8%+3.6%-10.8%
Q3 2022-6.7%-2.2%-14.8%
Q2 2022-0.8%+6.7%+10.1%
Q1 2022+5.0%+1.9%+14.5%
Q4 2021+4.8%+9.5%+30.2%
Q3 2021+0.1%-5.4%-28.3%
Q2 2021-7.3%-6.7%-6.7%
Q1 2021+11.0%+8.5%+6.5%
Q4 2020-0.2%-24.2%-28.3%
Q3 2020+11.8%+5.3%+52.6%
Q2 2020-2.0%-6.3%-15.6%
Q1 2020-7.3%-20.0%+66.7%
Q4 2019-19.0%-19.3%-70.5%
Q3 2019-9.9%-13.2%-19.0%
Q2 2019+2.1%-3.4%-8.3%
Q1 2019-3.9%-6.1%-14.9%
Q4 2018-0.9%+4.8%-0.4%
Q3 2018-3.3%-7.2%-12.5%
Q2 2018+0.6%+2.7%+3.3%
Q1 2018+2.4%+0.3%-1.2%
Q4 2017-7.1%-5.9%+3.7%
Q3 2017-1.8%+0.4%+2.7%
Q2 2017-3.4%-3.8%-12.8%
Q1 2017-8.0%+0.0%-7.6%
Q4 2016-4.1%-0.7%-1.5%
Q3 2016+11.2%+8.6%+10.9%
Q2 2016+5.5%+6.3%+9.2%
Q1 2016-0.7%
Q4 2015+11.3%
Q3 2015+5.8%
Q2 2015+2.7%
Q1 2015-3.6%
Q4 2014+0.0%
Q3 2014+8.5%
Q2 2014-2.7%
Q1 2014+2.8%
Q4 2013-6.8%
Q3 2013-5.9%
Q2 2013+2.7%
Q1 2013+1.3%
Q4 2012-2.0%
Q3 2012+8.8%
Q2 2012+7.8%
Q1 2012-3.0%
Q4 2008+0.0%
Q4 2011+0.0%
Q3 2011+0.6%
Q2 2011+4.7%
Q4 2010+4.7%
Q1 2011+4.9%
Q1 2010+4.9%
Q3 2010-3.2%
Q3 2009-3.2%
Q2 2010-0.5%
Q4 2009-0.5%
Q2 2009-0.5%

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